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Senior Financial Services Representative

2 months ago

Winnipeg, Manitoba, Canada Cambrian Credit Union Full time

About the Role

Cambrian Credit Union is seeking a highly skilled and experienced Senior Financial Services Representative to join our team. As a senior member of the branch team, you will provide leadership and expertise to deliver personalized solutions and maintain solid relationships with our members.

Key Responsibilities

  • Develop and nurture long-lasting relationships with current and potential members.
  • Identify and understand the needs of members and provide financial advice and recommendations on complex credit and deposit services.
  • Develop an effective pipeline of future business opportunities; establish and work an annual sales and marketing plans that include targeting member segments, applying prospecting tactics, utilizing referral networks and sales activity leads.
  • Process a full range of member transactions including, but not limited to opening accounts, debit/credit cards, deposits, lines of credit, mortgages, personal and/or investment loans and related insurance products.
  • Engage the support of Wealth and Small Business Advisors and other internal partners to meet the member's needs.

Requirements

  • Post secondary degree, diploma or certificate in business, or an equivalent combination of experience in retail/personal financial services
  • You enjoy building relationships with people and want to provide solutions that simplify their finances
  • 3+ years' experience delivering financial advice on complex credit and deposit services
  • Digital literacy, comfort navigating applications in a digital and mobile environment
  • Proficient in PC applications of Outlook, Word & Excel
  • Critical thinker who analyzes information and uses logic to address issues, problems and challenges
  • Ability to work well in an environment with multiple and often changing priorities

About Us

Cambrian Credit Union is a locally based financial institution that values teamwork and creative thinking. We offer a competitive total compensation package including:

  • Extended health and dental benefit options, up to 80% employer paid premiums dependent on which coverage level chosen
  • Defined Contribution Pension Plan – matched at 6%
  • Short Term Disability, Life Insurance, Long Term Disability, AD&D insurance and EAP
  • Paid sick days, Paid emergency Absent days
  • Customized training, career development planning and structured onboarding
  • Staff Banking Benefits - Employee interest rates on Credit Union personal loans, lines of credit, mortgages and credit cards
  • Annual Performance appraisals and Merit increase reviews